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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,776 | $70,366-69.1% | $66,674-67.3% | $138,895-84.3% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.7%-9.4pp | 79.9%-15.6pp |
| Annual return | -65.08% | 386.41%-451.5pp | 321.24%-386.3pp | 145.39%-210.5pp |
| Employer contribution / active EE | $102 | $2,765-96.3% | $2,620-96.1% | $4,194-97.6% |
| Participant deferral / active EE | $1,512 | $4,374-65.4% | $4,084-63.0% | $6,396-76.4% |
| Admin fee / account holder | $422 | $5,262-92.0% | $5,098-91.7% | $12,562-96.6% |